API
Advisor Partners II’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.12M | Buy |
35,117
+1,865
| +6% | +$378K | 0.29% | 52 |
|
|
2023
Q2 | $7.02M | Buy |
33,252
+4,491
| +16% | +$949K | 0.33% | 52 |
|
|
2023
Q1 | $5.75M | Buy |
28,761
+7,117
| +33% | +$1.42M | 0.32% | 59 |
|
|
2022
Q4 | $2.87M | Sell |
21,644
-901
| -4% | -$119K | 0.18% | 120 |
|
|
2022
Q3 | $3.24M | Buy |
+22,545
| New | +$3.24M | 0.25% | 81 |
|